Philip Edward Paulette
Investment adviser representative at Davenport & Company LLC
20 yearsExperience
2 statesRegistered in
$24.7BFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Davenport & Company LLCNov 2016 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2016
- Morgan Stanley Smith BarneyJun 2009 to Nov 2016
- Citigroup Global Markets Inc.Feb 2006 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Davenport & Company LLC
$24.7BAssets managed
17,724Clients
339Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4515853
- Firm CRD
- 1588